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Member import system #255

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jabelone opened this issue Apr 25, 2024 · 0 comments
Open

Member import system #255

jabelone opened this issue Apr 25, 2024 · 0 comments
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enhancement New feature or request

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@jabelone
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Is your feature request related to a problem? Please describe.
As someone with an existing member database system, we'd like a way to import our existing member data into Member Matters so we can migrate to it.

Describe the solution you'd like
Some way of importing a CSV of member data (including emails, names, etc.) into Member Matters so that everyone has an account. At the end of the import process, imported members should receive an email password reset request so they can then set a password and login to the system. Documentation should also be added to help organisations develop communications to their members and plan for the migration/cutover process.

Describe alternatives you've considered
Manually writing an SQL script won't work because of the complexities of the database models etc.
Asking each member to create an account manually won't be suitable as the barrier of entry is pretty high and will likely result in a huge drop off/cancellation rate.

Additional context
A makerspace reached out to me and explained that they currently use a mix of Airtable and PayPal to keep track of members and process membership payments. They would like to use member matters but need some way of importing their existing membership data into the system.

@jabelone jabelone added the enhancement New feature or request label Apr 25, 2024
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